Is Coinbase Global, Inc. (COIN) Among ARK Invest's Top Stock Picks for 2026?

Coinbase Global, Inc. (NASDAQ:COIN) is among the ARK Invest Stock Portfolio: Top 10 Stock Picks for 2026. On March 2, Barclays analyst Benjamin Budish maintained the firm’s Equal-Weight rating on the stock with a price target of $148.

This is a reaffirmation of the firm’s prior adjustment on February 13, when it slashed the price target to $148 from $258 after the company missed Q4 2025 revenue and adjusted EBITDA estimates, and its first-quarter 2026 forecast fell short of Wall Street’s estimates.

For Q4 2025, the company missed revenue and adjusted EBITDA estimates, and its first-quarter 2026 forecast fell short of Wall Street’s estimates. Moreover, the company reported a loss per share of $2.49, while analysts expected a profit of 55 cents per share. This marked Coinbase Global, Inc.’s (NASDAQ:COIN) first quarterly loss since Q3 2023 and was largely driven by lower trading volumes on the cryptocurrency exchange amid a broad digital-asset selloff.

As of the close of business on March 4, Coinbase Global, Inc. (NASDAQ:COIN) is a Moderate Buy with an average share price upside potential of 26.43%.

In other news, while the stock has struggled so far in 2026 and is down nearly 8% year-to-date, shares surged 14.57% on Wednesday after President Trump publicly announced his backing of the cryptocurrency sector in their ongoing battle with banks over whether they can offer returns similar to interest on stablecoins.

Coinbase Global, Inc. (NASDAQ:COIN) provides a platform for users to engage in various activities with their crypto assets. It also offers crucial technology and infrastructure for the crypto economy, allowing developers to build crypto products and accept assets as payment.

While we acknowledge the potential of COIN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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